Hi,
I would LOVE any help anyone can give in this area. This would be hugely appreciated. Sorry if the description is long. This macro would save tons of time and monotony at work.
Essentially, I want to make a Word VBA macro that functions kind of like an excel VLookup or index match, between open documents. Is this possible? I don't need the entire code, just some critical tips and directions for getting started. See the attached picture for reference.
Basically I will have two word documents open- the active file and the one to copy from, from another audit binder.
We basically have to do a lot of audit checklists on Word tables. We basically have to add references or notes in the last column and sign off in the 2nd to last column. I am interested in automating the copying of references/notes from one document to the other in the cases where the descriptions (column 3) in old document match the descriptions in new document. They will generally be the same and this will save the team lots of time and boredom. In other words somthing like vlookup or index match. For more detail, the workpapers (Audit Programs) come from a vendor and they're 95% percent the same each year and 90% the same each engagement depending on selection criteria (is it a first year audit? Are we doing extended procedures given higher risk, or just doing basic procedures). In other words, for each workpaper, most rows and columns are identical with prior year and other binders, and same with the references as the layout of our binder is the same. 1400s are always trial balances, 7000s are always board minutes. We need at least one audit program for each audit area (e.g. planning, cash, accounts receivable, inventory) for each client engagement so that's a lot of copying and pasting. Review will be done before sign off of course but they will be 90% the same and it will save time copying and looking things up.
The match in C3 doesn't have to be 100% identical as long as one would know it is referring to the same point of principle (for example if they added a comma or a trailing space or even if they changed a few key words), but I suspect generally they will be 100% the same as they probably won't get touched by the editors if there is no difference. Anyway we can cross that bridge when we get there.
So where I'm at: I'm learning to work with Word VBA. I know how to use dictionaries in excel as well as regex, if that helps.
Thank you so much!
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